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FIELD CONSOLE PRO / CLEANING BUSINESS CRM & OPERATIONS SOFTWARE

Every location matters.
Keep each visit connected.

Organize recurring cleaning visits and one-time work around the customer, location and assigned team. Built for service businesses working in homes, offices and commercial spaces.

LOCATION BY LOCATION

The work changes.
The context stays close.

  • One customer may have several buildings with different visit details.
  • Recurring work needs a schedule the office and assigned team can follow.
  • Completed visits and customer-facing updates should not be scattered across messages.
Field Console ProYour workspace
Conceptual example

Clearview Cleaning Services

Location by location

Evening office cleaning

Customer: Alder Offices · Location: West wing

Customer & location
Connected to the visit
Assigned team
Authorized work context
Service Record
Business documentation and customer summary
Fictional business and service example—not a screenshot or customer account.

PRACTICAL TOOLS. CONNECTED RECORDS.

Make room for
the work you do.

01

Customers with more than one address

Keep each service location linked to the customer and its related work, rather than creating disconnected records.

Explore customer management
02

Office-to-field coordination

Organize visits and team assignments, with recurring schedules on eligible monthly plans and assigned-work access for authorized field staff.

Explore team and field operations
03

A clearer customer experience

Save a completed visit’s customer-facing summary and make eligible appointments and shared documents available through the branded Customer Portal.

Explore the Customer Portal

Team permissions and plan capacity apply. Recurring schedules require eligible monthly-plan access; online payments require payment setup. Scheduling, customer decisions and invoicing remain separate business actions.

AN EXAMPLE, NOT A REQUIRED SEQUENCE

Cleaning work.
From context to completion.

Choose the steps the work needs. Keep the customer and the record connected.

  1. Select the cleaning customer and the correct service location.

  2. Schedule the visit or set up an eligible recurring schedule.

  3. Assign field staff and document the work after each visit.

  4. Prepare the completed work’s invoice and review recorded payments.

A LITTLE MORE CLARITY

Questions about cleaning work

Can I manage several cleaning locations for one customer?
Yes. Customer records support multiple service locations, with related jobs and service history.
Are cleaning visits invoiced automatically?
No. Recurring schedules create visits, while invoice creation and sending remain separate business actions.
Can my cleaning team use a field workspace?
Authorized field team members can access assigned work and permitted documentation. Access types, assignments and plan capacity apply.

YOUR BUSINESS. YOUR NEXT CHAPTER.

Bring your next visit
into focus.

Connect your customers, jobs, team and commercial work with Field Console Pro.

Get started Explore plans & pricing Registration, business review and plan activation are separate steps.